See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,188 | $74,888-85.1% | $71,209-84.3% | $142,382-92.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 18.44% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,082 | $2,854-62.1% | $2,721-60.2% | $4,299-74.8% |
| Participant deferral / active EE | $1,296 | $4,454-70.9% | $4,175-69.0% | $6,507-80.1% |
| Admin fee / account holder | $115 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |